Open a web Browser and navigate to http://tra.vangent.com Note ...

6 downloads 17742 Views 2MB Size Report
Open a web Browser and navigate to http://tra.vangent.com. Note: Internet Explorer 7 and 8, as well as all versions of Firefox, Chrome and Safari should work ...
Open a web Browser and navigate to http://tra.vangent.com Note: Internet Explorer 7 and 8, as well as all versions of Firefox, Chrome and Safari should work well. If you are using Internet Explorer 9, you may need to use “Compatability View” for view the page properly. On the Vangent TRA Services home page, click on “First Time Students.”

Enter the Last 5 digits of your Social Security Number and your Full First and Last Name (as it is recorded at your college) Click “Next”

If records are present for you, you will receive the following message:

If not, you may click “Try Again” to try with a different name (if you had a name change or may have used a different form of your name) or you may not have a 1098-T (see Help) in the left hand menu).

If records were found for you, proceed by providing the following information and click “Complete Registration.” Note: only one account per email address can be created.

You will receive an email from “TRA Customer Service” – [email protected] that contains a link to complete your registration and a temporary password. Hint: If you don’t get the email, look in your “Junk Mail” folders. Enter the UserID your set and the temporary password from the email and click “next” Note: UserID is not case sensitive, password is.

Next, you will select and security question and provide an answer to it. This will be used to allow you to reset your own password or retrieve your UserID in the future. This answer is case sensitive.

Finally, you will provide a new password for the account. It’s a good idea to create a strong password.

Once you have set a new password, you will be logged in and can select the forms you want to view/download/print. Just click on the view/print 1098-T pdf icon in the action column for the form you want. Forms are available for the current year and up to five years in the past. If the current year form is not available it means either your school has not yet sent a file for this year or there are no records for you for this year. Note: You will only have the “Change 1098-T Data link if your school allows you to update address infomormation.

If you are accessing this years’ forms before your schools forms have gone to print, you will be presented with the message below. Acknowledging this message is saying that you agree to retrieve an electronic copy rather than receive one by mail. If you do not acknowledge this, you will not be able to view an electronic copy until your school’s forms have gone to print. Whether you acknowledge or not, you will be able to return here to view additional copies in the future. You will only make this acknowledgement once a year and you will not be asked to make this acknowledgement if you are accessing your forms after they have gone to print.

Once you check the acknoledgement and “Save” you will be able to view/print your forms. Remember you can come back and access these forms again later as well.